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Next Financial Group’s Envista NVST Stock Holding History

Next Financial Group’s Portfolio NVST Stock Details NVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$36K Sell
795
-1,483
-65% -$61K ﹤0.01% 1629
2021
Q3 		$95K Buy
+2,278
New +$96.1K 0.01% 1134

Other funds holding NVST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Next Financial Group's NVST Position: Q4 2021 in Review

Next Financial Group reduced its Envista (NVST) stake by 65% in Q4 2021, selling an estimated $61K and leaving 795 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Next Financial Group first reported a position in NVST in Q3 2021 and has held it in 2 quarters since. The position peaked at $95K in Q3 2021. 325 funds tracked by Wall St. Rank hold NVST as of Q4 2021.

  • Next Financial Group held 795 shares of Envista worth $36K as of Q4 2021.
  • Next Financial Group sold 1,483 Envista shares in Q4 2021, an estimated $61K.
  • Envista made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1629 holding.
  • Next Financial Group first reported a position in Envista in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's Envista position peaked at $95K in Q3 2021.
  • 325 funds tracked by Wall St. Rank held Envista as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.